Learn how to navigate Infusionsoft by Keap

Table of Contents:

Dashboard

When you sign into Infusionsoft by Keap, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need and provide direct navigation links to specific role-related lists and reports.

Main navigation menu

When you hover over the Infusionsoft by Keap logo, the main navigation menu is displayed. The main navigation menu is comprised of several columns to help you find something fast. Although most people spend their time in a specific area (e.g. Marketing), the main nav allows you to jump to another area quickly.

Pro-Tip! What columns are displayed is restricted by permissions and the edition of Infusionsoft by Keap.

Area nav

Each system area (CRM, Marketing, E-Commerce, and Admin) has a matching area nav with additional drop-down menu options. The area nav allows you to perform multiple tasks (or work the whole day) in the same area of the system.

Click the drop down arrow next to the magnifying glass to select category to search

Contacts - start typing contacts name to view matching profiles. Contacts have a automatic drop down to quickly click into the contacts record.

Company - search by company name. Unlike the Contact search there is no automatic drop down. Instead type in the company name and hit enter. You will either be directed to the company record or taken to a list if there is more than one record matching the name.

Task/Appt/Note - search using the contacts first name. You will be directed to a list of that contacts task/appt/note

Order - search by either contacts first name or order ID

Subscription - search by either contacts first name or subscription record ID

Opportunity - search by contacts first name

Referral partner - search by contacts first name

Note: When searching company, task, order, subscription, opportunity, and referral partner, the filters will always look for first for the first name. You can enter a first and last name but only entering a last name wont locate the record.

Contact Quick-Add - Quickly add new contacts to Infusionsoft by Keap. Set a default Internal form as your quick add. For more information, click here.